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Quickbooks Online QuickStart

at ONLC Training Centers - Murray Hill

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Course Details
Price:
$395
Start Date:

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Location:
Murray Hill, Manhattan
275 Madison Ave 14th Fl
At E 40th St
New York, New York 10016
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Important:
All classes are live, hands-on training via remote instructor
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Description
Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 7

What you'll learn in this quickbooks class:

This course will introduce the basics of using Quickbooks Online. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit Quickbooks Online cloud application. This level 1 course will have you create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions.

Course Outline

Getting Started with QuickBooks Online
  • Introducing QuickBooks Online
  • QuickBooks Online Subscriptions
  • Mobile Devices
  • Updates and the Ever-Evolving User Interface
  • Security
  • The Test Drive
  • Your Trial Subscription and the Company File
Other Tools You’ll Need
  • Navigating the User Interface
  • The Gear Menu
  • The Top-Right Navigation Tools
  • The Help Menu
  • The Navigation Bar
  • Accounting—Behind the Scenes
  • Generally Accepted Accounting Principles (GAAP)
  • Accrual Basis vs. Cash Basis Accounting
  • Account Types and Financial Reports
Setting Up a New Company File
  • Planning and Creating Your Company File
  • Start Date
  • Setup Checklist—Elements of the Plan
  • Customizing Your Company File
  • The Chart of Accounts
  • Products and Services
  • Adding and Managing Users
  • Opening Balances and Historical Transactions
Working with Customers
  • The Sales Center
  • Adding Customers and Sub-Customers
  • Importing Customers from an Excel or CSV File
  • Editing, Merging, and Making Customers Inactive
  • Recording Sales Transactions
  • Customizing Sales Forms Settings: Content
  • Customizing Sales Forms Settings: Appearance
  • Creating Sales Receipts and Invoices
  • Receiving Customer Payments
  • Recording a Bank Deposit
  • Creating Customer and Sales Reports
Working with Vendors
  • The Expenses Center
  • The Money Bar
  • The Vendors List
  • Adding Vendors
  • Importing Vendor Data from an Excel or CSV File
  • Editing, Merging, and Making Vendors Inactive
  • Creating Vendor Transactions: Purchases and Expenses
  • Customizing Expense Form Settings
  • Creating Check, Expense, and Bill Records
  • Managing Accounts Payable
  • Accounts Payable Reports
  • Other Vendor Reports
  • Paying Bills
Banking and Credit Card Transactions
  • Managing the Banking Center
  • Setting Up and Using Bank Feeds
  • Managing Bank Rules
  • Other Banking Transactions
  • Entering Debit and Credit Card Transactions
  • Reconciling Accounts
  • Bank Feeds
  • Undeposited Funds
  • Preparing Financial Reports

Still have questions? Ask the community.

Refund Policy
Student cancellation requests made 14 calendar days or less before the class starts will be charged 100% of the course fee and are not entitled to a refund. The student has one (1) opportunity to use our Make-Up policy to have those funds applied to a later class date.

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School: ONLC Training Centers

ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

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